Compare Quant Momentum Fund vs Nippon India Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹100
Expense Ratio
2.23
0.96
NAV
₹14.38
₹78.56
Fund Started
30 Oct 2023
29 Jan 2005
Fund Size
₹1157.15 Cr
₹100.46 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 0.25% if redeemed within 1 month
1 Year
4.16%
8.88%
3 Year
-
19.32%
5 Year
-
16.73%
Equity
88.91%
95.52%
Cash
3.62%
4.45%
Top 10 Holdings
Piramal Finance Ltd. | 10.24% |
Adani Enterprises Ltd. | 9.13% |
HDFC Bank Ltd. | 8.70% |
Aurobindo Pharma Ltd. | 8.06% |
Adani Green Energy Ltd. | 6.32% |
HDFC Life Insurance Co Ltd. | 5.35% |
Kotak Mahindra Bank Ltd. | 4.57% |
Kotak Mahindra Bank Ltd. | 3.64% |
Sai Parenteral’s Ltd. | 3.11% |
Bharat Electronics Ltd. | 2.94% |
ICICI Bank Ltd. | 7.20% |
Reliance Industries Ltd. | 6.42% |
State Bank of India | 5.56% |
HDFC Bank Ltd. | 5.46% |
Larsen & Toubro Ltd. | 5.06% |
Infosys Ltd. | 3.99% |
Bharti Airtel Ltd. | 3.90% |
Bharat Electronics Ltd. | 3.79% |
Mahindra & Mahindra Ltd. | 3.24% |
NTPC Ltd. | 2.95% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be realized.
The Scheme seeks to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
30 Oct 2023
29 Jan 2005
